|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.8M
|
+$5.07M
|
+153,312
|
+12%
|
|
|
27
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45.9M
|
–
|
–
|
–
|
|
|
28
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$45.7M
|
+$703K
|
+21,231
|
+2%
|
|
|
29
|
Dodds Wealth
Greenwood Village,
Colorado
|
$45.6M
|
+$1.78M
|
+53,828
|
+4%
|
|
|
30
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$44.8M
|
+$1.22M
|
+36,873
|
+3%
|
|
|
31
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$40.5M
|
+$952K
|
+28,771
|
+2%
|
|
|
32
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$39.6M
|
+$1.59M
|
+47,966
|
+4%
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.3M
|
+$525K
|
+15,871
|
+1%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
+$1.26M
|
+38,114
|
+3%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.9M
|
-$1.95M
|
-58,979
|
-5%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$35M
|
-$14.1M
|
-427,051
|
-29%
|
|
|
37
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$33.7M
|
+$1M
|
+30,232
|
+3%
|
|
|
38
|
Raymond James Financial
St Petersburg,
Florida
|
$32.4M
|
+$32.8M
|
+989,589
|
New
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.2M
|
+$6.57M
|
+198,563
|
+29%
|
|
|
40
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$28.4M
|
+$2.17M
|
+65,577
|
+8%
|
|
|
41
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$28.1M
|
-$1.29M
|
-38,861
|
-4%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$26.6M
|
+$16.4M
|
+495,624
|
+157%
|
|
|
43
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$26.5M
|
+$873K
|
+26,383
|
+3%
|
|
|
44
|
|
$26.3M
|
+$558K
|
+16,844
|
+2%
|
|
|
45
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$26.2M
|
+$64.7K
|
+1,955
|
+0.2%
|
|
|
46
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$26M
|
+$26.3M
|
+794,244
|
New
|
|
|
47
|
D.J. St. Germain
Springfield,
Massachusetts
|
$25.7M
|
+$2.17M
|
+65,428
|
+9%
|
|
|
48
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$24.6M
|
+$826K
|
+24,959
|
+3%
|
|
|
49
|
Nottingham Advisors
Amherst,
New York
|
$24.4M
|
-$1.25M
|
-37,874
|
-5%
|
|
|
50
|
Concord Wealth Partners
Abingdon,
Virginia
|
$24.1M
|
+$24.4M
|
+736,572
|
New
|
|
